Mike Perhne, CFP®
- (216) 586-2115
Mike Perhne is a CERTIFIED FINANCIAL PLANNER™ and wealth advisor at Strategic Wealth Partners, he has over 20 years of experience in the financial services industry. Prior to joining Strategic Wealth Partners, he spent thirteen years with Charles Schwab as a Branch Manager and Senior Financial Planner in the Private Client Group. Mike has worked with several large Registered Investment Advisors in the Cleveland area and has had his own successful financial planning firm focused on building strong relationships and taking a holistic approach to financial planning.
Mike specializes in all aspects of wealth management including retirement income planning, risk management, and wealth transfer. Focused on the Preservation and Distribution phase of retirement, he believes a solid financial plan is the foundation for achieving financial success when complimented with ongoing and open communication with each client. Mike’s ability to provide customized solutions for varying client situations help provide peace of mind and financial confidence to individuals and families.
Mike holds a BS in Finance from Ferris State University and also has earned the Accredited Wealth Management Advisor℠ and Chartered Mutual Fund Counsel℠ designations. He lives in Avon Ohio and outside of work he enjoys golf, boating, and motorcycling. He is also a member of the Estate Planning Council of Cleveland and the Financial Planning Association of Cleveland.